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💰Finance & Cost Control

WIP Reporting Automation

Automated work-in-progress report generation

MEASURED OUTCOMES
WIP preparation time80% faster
WIP accuracy improvementSignificantly improved
Bonding capacity insightReal-time
The Problem

Why this agent exists

WIP reports are critical for bonding, banking, and management but are time-consuming to prepare and often inaccurate.

What the agent does

A single AI agent that handles the entire workflow (from data ingestion to action) without manual intervention.

Monthly WIP schedule automation
Over/under billing analysis
Job profitability roll-up
Backlog analysis and reporting
Bonding capacity calculation
Management and lender reporting packages
AI Capabilities

Monthly WIP schedule automation

Over/under billing analysis

Job profitability roll-up

Backlog analysis and reporting

How It Works

End-to-end workflow

The agent runs autonomously from trigger to outcome, keeping your team informed at every step.

1

Data Aggregation

Pull job cost, billing, and progress data from source systems

2

WIP Calculation

Calculate over/under billings for all active jobs

3

Report Generation

Auto-generate WIP schedule in required format

4

Review & Sign-off

Route for CFO and controller review

5

Distribution

Distribute to management, lenders, and surety

Proven ROI

Real outcomes from construction firms deploying this agent across their projects.

80% faster
WIP preparation time
Significantly improved
WIP accuracy improvement
Real-time
Bonding capacity insight
Integrations

Works with your existing tools

No rip-and-replace. This agent integrates natively with the construction tech you already rely on.

Sage 300 CRE
Viewpoint Vista
CMiC
Foundation
QuickBooks Enterprise

See WIP Reporting Automation in action

Book a 30-minute demo and we'll show you exactly how this agent integrates with your systems and delivers ROI from day one.